Keystone Financial Group, LLC

Keystone Financial Group, LLC (CRD# 170201) is a financial advisory firm headquartered in Lexington, KY. They manage $302,253,169 in 1,819 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    1,819
    ACCOUNTS
  • Average Account Value
    $166,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, OH, TN, TX, VI, WA

Financial Advisors at Keystone Financial Group, LLC
Showing 1 - 10 of 22 top financial advisors.
1
Ronald L. Brown
CRD#: 4767512
527 Wellington Way, Ste 225, Lexington, KY 40503
96
Wealthminder
score

Ronald Brown (CRD# 4767512) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 13 years of experience in the finance industry. Ronald Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy S. Jenkins
CRD#: 4865702
535 Wellington Way, Suite 360, Lexington, KY 40503
96
Wealthminder
score

Timothy Jenkins (CRD# 4865702) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 12 years of experience in the finance industry. Timothy Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Tobin R. Jenkins
CRD#: 4654943
527 Wellington Way, Ste 225, Lexington, KY 40503
96
Wealthminder
score

Tobin Jenkins (CRD# 4654943) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 15 years of experience in the finance industry. Tobin Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Gary J. Anderson
CRD#: 4548885
527 Wellington Way, Ste 225, Lexington, KY 40503
93
Wealthminder
score

Gary Anderson (CRD# 4548885) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 15 years of experience in the finance industry.

5
Bret T. Angelucci
CRD#: 4801349
527 Wellington Way, Ste 225, Lexington, KY 40503
93
Wealthminder
score

Bret Angelucci (CRD# 4801349) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 13 years of experience in the finance industry.

6
Eddie D. Cox
CRD#: 4314423
527 Wellington Way, Ste 225, Lexington, KY 40503
93
Wealthminder
score

Eddie Cox (CRD# 4314423) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 17 years of experience in the finance industry.

7
Austin T. Duvall
CRD#: 6370160
2201 Regency Road, Suite 304, Lexington, KY 40503
93
Wealthminder
score

Austin Duvall (CRD# 6370160) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 3 years of experience in the finance industry. Austin Duvall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Joel E. Godby
CRD#: 3226323
527 Wellington Way, Ste 225, Lexington, KY 40503
93
Wealthminder
score

Joel Godby (CRD# 3226323) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 18 years of experience in the finance industry.

9
Michael W. Kretz
CRD#: 4440636
527 Wellington Way, Ste 225, Lexington, KY 40503
93
Wealthminder
score

Michael Kretz (CRD# 4440636) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 16 years of experience in the finance industry.

10
Kristin R. Lynch
CRD#: 5717131
527 Wellington Way, Ste 225, Lexington, KY 40503
93
Wealthminder
score

Kristin Lynch (CRD# 5717131) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 7 years of experience in the finance industry.

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